Now What?

Now that the midterm elections are in the rear-view mirror it’s time to look towards the impact this highly-charged election will have on the markets.   Market history tells us we should be looking forward to the months after the

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What Are Your Strengths?

Martin Seligman, Ph.D., noted optimism researcher, has proposed that one of the surest paths to happiness is to know your signature strengths and build your life around them, particularly if it’s in a way that has meaning to you. This

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What Is Your Vision?

Do you have a vision for your practice? For your personal life? Because, in our opinion, you are working foolishly if you don’t. What great leader or business owner never had a vision? Even if the business did not ultimately

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Transitioning Wirehouses

Transitioning Wirehouses? 5 Tips for Exiting with your Book (and Integrity) in Hand You’ve made the big decision to transition to a new wirehouse. Or, you’re taking the plunge to independent status. Change is good. Now, it’s time to make a

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